Plan Snapshot
- Plan Sponsor: Uli Service LLC
- Sponsor EIN: 201116134
- Sponsor Address: 10 E DOTY STREET, SUITE 300, MADISON, WI, 537035120
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 131 | $5.2M | $142,726 | $502,918 |
| 2023 | 124 | $4.6M | $129,578 | $439,631 |
| 2022 | 108 | $3.6M | $115,517 | $411,086 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $10,195 | — | $10,195 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,195
- Estimated Expense Ratio: 0.196% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $45,222 | $13,051 | $21,976 | $10,195 | — |
| 2023 | $32,031 | $3,734 | $18,146 | $10,151 | — |
| 2022 | $38,058 | — | $27,988 | — | $10,070 |